Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,184 | $154,228-32.4% | $145,433-28.4% | $137,256-24.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 31.11% | 74.59%-43.5pp | 66.58%-35.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $2,973 | $4,804-38.1% | $4,554-34.7% | $4,156-28.5% |
| Participant deferral / active EE | $7,134 | $8,216-13.2% | $7,897-9.7% | $6,407+11.3% |
| Admin fee / account holder | $15,818 | $14,344+10.3% | $13,129+20.5% | $12,270+28.9% |